CERTUITY, LLC JPM Holdings History
Number of Shares
15,420.00
Current Holdings Value*
$3.78 Mil
% of Portfolio
0.4%
Total Estimate Gain
$8.23 Mil
% of Total Estimate Gain
72.47%
CERTUITY, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, CERTUITY, LLC held 15,420.00 shares of JPMorgan Chase & Co(JPM), totaling $3.78 Mil. This investment constitutes 0.4% of their stock portfolio, and CERTUITY, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2019Q4. And since then CERTUITY, LLC has made 12 purchases of JPM, at an average price of $132.06, for a total of 86,011.00 shares. In addition, there have been 9 sales at an average price of $213.89 for 70,591.00 shares. Based on historical transaction data and JPM's current price of $291.27, CERTUITY, LLC's estimated gain on his JPM holdings is $8.23 Mil, reflecting a 72.47% gain to date.
CERTUITY, LLC JPM ($291.27) Holding Chart
CERTUITY, LLC JPM ($291.27) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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